We are live on ! Find out more
BLK icon

Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
701
Sheets Smith Wealth Management
North Carolina
$3.75M -$23.6K -25 -0.7%
MSA
702
Marino Stram & Associates
Massachusetts
$3.75M +$134K +142 +4%
RSWM
703
Robertson Stephens Wealth Management
California
$3.73M -$135K -143 -4%
1WA
704
180 Wealth Advisors
Washington
$3.72M -$44.4K -47 -1%
SPFA
705
Summit Place Financial Advisors
New Jersey
$3.7M +$23.6K +25 +0.7%
SFG
706
SevenBridge Financial Group
Pennsylvania
$3.7M +$486K +514 +19%
RCIM
707
Red Cedar Investment Management
Michigan
$3.7M – – –
JWM
708
Jackson Wealth Management
Florida
$3.69M +$40.7K +43 +1%
PVI
709
Pine Valley Investments
New Jersey
$3.68M -$39.7K -42 -1%
DWM
710
Dakota Wealth Management
Florida
$3.67M -$208K -220 -6%
VFA
711
Valeo Financial Advisors
Indiana
$3.66M +$14.2K +15 +0.4%
CA
712
CGN Advisors
Kansas
$3.66M +$37.8K +40 +1%
PIM
713
Plato Investment Management
Australia
$3.62M +$2.84K +3 +0.1%
MBTD
714
Mechanics Bank - Trust Department
California
$3.62M -$87.9K -93 -3%
IAA
715
Independent Advisor Alliance
North Carolina
$3.62M -$156K -165 -5%
VT
716
Vise Technologies
New York
$3.61M +$3.25M +3,440 New
SWA
717
Stratos Wealth Advisors
Ohio
$3.61M +$5.67K +6 +0.2%
VCAM
718
Van Cleef Asset Management
Ohio
$3.6M -$330K -349 -9%
TSMHT
719
Thurston Springer Miller Herd & Titak
Indiana
$3.58M +$356K +377 +12%
FRA
720
Front Row Advisors
California
$3.57M -$331K -350 -9%
HIM
721
Harbour Investment Management
Washington
$3.57M -$45.4K -48 -1%
GIM
722
Goelzer Investment Management
Indiana
$3.57M +$7.57K +8 +0.2%
KHCM
723
Kirtland Hills Capital Management
Ohio
$3.57M +$141K +149 +5%
DP
724
Dearborn Partners
Illinois
$3.57M -$1.34M -1,414 -29%
IA
725
IFG Advisory
Georgia
$3.56M +$100K +106 +3%
27 28
29
30 31